Bill Schwartz

“It's not automatic that you'll have a tax loss just because an ETF has a negative price return for the year,”

Bill Schwartz · said date not stated · reported 2026-09-23

Schwartz explained that a negative ETF price return does not automatically mean a tax loss exists.

“you won't know the opportunity cost until those 31 days are up,”

Bill Schwartz · said date not stated · reported 2026-09-23

Schwartz noted that the opportunity cost of waiting 31 days to repurchase a security is unknown in advance.

“However, if you made multiple purchases over multiple years, there are no guarantees you'll have a tax loss,”

Bill Schwartz · said date not stated · reported 2026-09-23

Schwartz cautioned that multiple purchases over multiple years may not guarantee a tax loss.